Management features

Automated Reports generates performance reports from your live Alpomi data on a schedule you set. You choose what goes in (which channels, campaigns, metrics, and date ranges), when it goes out (daily, weekly, or monthly), and who receives it. Reports can be delivered by email or accessed via a live dashboard link — and they look like you spent hours on them, even when you didn't.

Role-Based Access lets you control exactly what each user can see and do within Alpomi. Assign roles — admin, manager, analyst, viewer — with configurable permissions per brand, region, or account. Audit trails log every significant action. Agency users can access client data without seeing other clients. New starters are provisioned correctly on day one without granting full admin access to production accounts.

Quick-Start Templates are pre-configured dashboard layouts built for specific business types and use cases. Instead of spending hours deciding which metrics to track and how to arrange your dashboard, you pick the template that matches your situation and you are ready to go. Templates come with industry-appropriate KPIs, recommended views, and best-practice layouts — and every element can be customised.

The Custom Card Builder is a guided 4-step wizard that lets any user create their own dashboard cards from over 100 available data fields — without writing a line of code. Choose your data source from Marketing, Sales, Advertising, or Management domains, pick a visualisation type (KPI stat card, line or bar chart, or sortable table), customise the appearance, and preview it with real data before saving. Custom cards sit alongside Alpomi's 55+ built-in cards in the same drag-and-drop dashboard grid, with sharing options so you can keep a card private, share it with your company, or make it public. Most analytics platforms offer fixed dashboards. The Custom Card Builder gives you both: 55+ best-practice built-in cards and the ability to build anything else you need.

Industry-Adaptive Dashboards automatically surface the most relevant cards and metrics for your business type when you first connect to Alpomi. Select your industry during onboarding — e-commerce, retail, hospitality, marketing agency, B2B, or SaaS — and your dashboard populates with the 55+ built-in cards filtered to the metrics that matter most for your sector. E-commerce teams see sales performance, product profitability, and order fulfillment. Hospitality businesses see venue performance, guest satisfaction, and staffing. B2B and SaaS companies see ARR, pipeline, and churn. No manual configuration, no wading through irrelevant cards. The relevant view is there from the moment you log in.

Multi-Client Management gives marketing agencies and enterprise teams with multiple brand accounts a unified portfolio view of all clients — spend, ROAS, performance trends, budget utilisation, and health scores — without switching between individual platform logins. Add clients, assign team members, monitor performance in aggregate or by account, and generate white-labeled client reports from a single dashboard. Available on Agency and Enterprise tiers. The Agency tier supports up to 10 client accounts; Enterprise supports unlimited.

B2B and SaaS Metrics is a comprehensive suite of 30+ dashboard cards covering every metric that subscription businesses and B2B sales organisations need: ARR and MRR tracking with waterfall breakdowns, sales pipeline health and deal velocity, customer acquisition cost and lifetime value by channel, churn and net revenue retention, Rule of 40, Magic Number, burn multiple, cohort revenue retention heatmaps, and a board-ready metrics row for investor reporting. Currently, 75% of SaaS companies calculate these metrics in Excel, and 54% take six or more days to produce metrics when requested (Subscript, 2025). B2B and SaaS Metrics replaces the spreadsheet with a continuously updated, always-accurate view of your business health. Available on Pro, Agency, and Enterprise tiers.

Hospitality Operations is a set of seven purpose-built dashboard cards that give restaurants, hotels, bars, and multi-venue hospitality businesses a single operational view of the metrics that drive their performance. Revenue and profit trends, venue-by-venue comparison, weekly shift coverage, guest satisfaction trends, stock levels, cost breakdown by category, and monthly safety and compliance tracking — all in one place, all connected to your marketing performance data so you see the full picture from ad spend to guest experience. For hospitality operators managing multiple locations or running advertising alongside operations, this removes the need for separate tools for each function.